REGIONS FINANCIAL CORP
CIK 1281761 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- IVV4.56%
- MSFT3.61%
- IJH3.28%
- IJR2.99%
- AAPL2.97%
- VEA2.73%
- FNDF2.73%
- NVDA2.37%
- LLY2.13%
- IVW2.10%
Share classes counted separately29.47%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VEAWeight increased · +0.66 pp2.07% → 2.73%Shares +2.33M (+42.90%)
- SNAWeight increased · +0.30 pp1.51% → 1.81%Shares -599 (-0.08%)
- AAPLWeight increased · +0.27 pp2.70% → 2.97%Shares +1.75K (+0.11%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $621.43M | 4.56% | 1.06M shares | 4.50% → 4.56%+0.06 pp -27.74K (-2.56%) | Reduced | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $491.04M | 3.61% | 1.16M shares | 3.64% → 3.61%-0.03 pp -11.81K (-1.00%) | Reduced | ↗▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $446.86M | 3.28% | 7.17M shares | 3.21% → 3.28%+0.07 pp +3.92K (+0.05%) | Added | ↗▾ |
| 04 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $407.14M | 2.99% | 3.53M shares | 2.95% → 2.99%+0.04 pp +25.57K (+0.73%) | Added | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $404.21M | 2.97% | 1.61M shares | 2.70% → 2.97%+0.27 pp +1.75K (+0.11%) | Added | ↗▾ |
| 06 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $371.76M | 2.73% | 7.77M shares | 2.07% → 2.73%+0.66 pp +2.33M (+42.90%) | Added | ↗▾ |
| 07 | FNDFSCHWAB FNDMN INTL LRG CO ETFFUNDAMENTAL INTL View history and evidence | $371.65M | 2.73% | 11.19M shares | 2.91% → 2.73%-0.18 pp +385.40K (+3.57%) | Added | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $322.43M | 2.37% | 2.40M shares | 2.11% → 2.37%+0.26 pp -13.48K (-0.56%) | Reduced | ↗▾ |
| 09 | LLYELI LILLY & CO View history and evidence | $289.42M | 2.13% | 374.89K shares | 2.35% → 2.13%-0.22 pp +6.46K (+1.75%) | Added | ↗▾ |
| 10 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $286.35M | 2.10% | 2.82M shares | 1.98% → 2.10%+0.12 pp -51.32K (-1.79%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 50
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BLK BLACKROCK INC | Non-derivative | -91,305 | -$86.70M | SEC filing ↗ | SEC filing ↗ |
| ANET ARISTA NETWORKS INC | Non-derivative | -23,042 | -$8.84M | SEC filing ↗ | SEC filing ↗ |
| 46435U697 BlackRock Fund Advisors | Non-derivative | -175,145 | -$4.57M | SEC filing ↗ | SEC filing ↗ |
3 / 50 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1281761 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 13615871362
}Research all 816 reported holdings.
This page includes 30 of 816 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 816 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1281761","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"1281761","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.